Notable companies
The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Merck & Co (NYSE:MRK), Walt Disney Company (The) (NYSE:DIS), Alibaba Group Holding Limited (NYSE:BABA), AstraZeneca PLC (NASDAQ:AZN), Wells Fargo & Co (NYSE:WFC), PDD Holdings (NASDAQ:PDD), ConocoPhillips (NYSE:COP), HSBC Holdings PLC (NYSE:HSBC), BHP Group Limited (NYSE:BHP).
Industry description
The investment seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions.
Generally, the Advisor buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized net capital gains are long-term in nature (i.e., taxable at lower capital gains tax rates). The Portfolio is designed to purchase a broad and diverse group of equity securities of non‑U.S. companies in countries with developed and emerging markets.
Market Cap
The average market capitalization across the Dimensional World ex US Core Eq 2 ETF ETF is 26.84B. The market cap for tickers in the group ranges from 1.12K to 824.08B. TSM holds the highest valuation in this group at 824.08B. The lowest valued company is UNIR at 1.12K.
High and low price notable news
The average weekly price growth across all stocks in the Dimensional World ex US Core Eq 2 ETF ETF was -3%. For the same ETF, the average monthly price growth was -5%, and the average quarterly price growth was -3%. ADHI experienced the highest price growth at 127%, while SAVE experienced the biggest fall at -60%.
Volume
The average weekly volume growth across all stocks in the Dimensional World ex US Core Eq 2 ETF ETF was 1%. For the same stocks of the ETF, the average monthly volume growth was 22% and the average quarterly volume growth was 22%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 55
Price Growth Rating: 53
SMR Rating: 65
Profit Risk Rating: 63
Seasonality Score: 29 (-100 ... +100)